BOK Financial’s Forward Air FWRD Stock Holding History

BOK Financial’s Portfolio FWRD Stock Details FWRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-15	Closed	-$966	–	1275
2023 Q3	$966	Buy	+15	New	+$1.32K	﹤0.01%	1088

Other funds holding FWRD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BOK Financial's FWRD Position: Q4 2023 in Review

BOK Financial sold out of Forward Air (FWRD) in Q4 2023, closing a stake of 15 shares — an estimated $966 sold.

BOK Financial first reported a position in FWRD in Q3 2023 and held it in 1 quarter. The position peaked at $966 in Q3 2023. 264 funds tracked by Wall St. Rank hold FWRD as of Q4 2023.

BOK Financial reported no remaining Forward Air position as of Q4 2023 after selling out during the quarter.
BOK Financial sold 15 Forward Air shares in Q4 2023, an estimated $966.
BOK Financial first reported a position in Forward Air in Q3 2023 and held it in 1 quarter.
BOK Financial's Forward Air position peaked at $966 in Q3 2023.
264 funds tracked by Wall St. Rank held Forward Air as of Q4 2023.

Based on BOK Financial's 13F filing for Q4 2023, filed 14 Feb 2024.